Getting Started with FreeAgent

How to sync with FreeAgent

Introduction

Connex can sync sales as invoices, credit notes and merchant fees as bills to FreeAgent. Please review this demo:

How do I pair?

Here are the steps:

1. In FreeAgent, go to settings > accounting categories.
2. Click add. Enter current assets and add Accounts Receivable.
3. Click add. Enter Merchant Fees under admin expenses. Enter auto VAT as exempt:
   
   
4. Go to settings > price list. Add two items. One called shipping and another called orderdiscount. Connex creates no new items in FreeAgent. If you require this logic, please contact us:
   
5. Login to Connex.
6. Click add selling channel.
7. Click other accounting system on the pair accounting page.
8. Choose FreeAgent.
9. Sign into FreeAgent through Connex.
10. Complete the install wizard.

How does VAT map?

We will map Standard 20% for all UK sales that are tax inclusive. No additional settings in Connex are required. Here is a sale in Shopify and FreeAgent:

Here is FreeAgent:

How do tax exempt orders appear?

In this example, the customer is from the U.S. Connex will add tax exempt to FreeAgent and send no tax. Here is a mapping:

How does Connex map merchant fees?

Here is a demo:

You must instruct Connex to add merchant fees to sales. In this example, we will use Shopify. There are two ways to add fees. If you use Shopify payments, Connex receives the merchant fees. If you use another payment processor, you can add a rule to map the fees manually:

Map Merchant Fee Item Name

Instruct Connex on the account to use for bills.

1. In Connex, go to rules engine.
2. Click add new rule.
3. Select map rule without order number.
4. Click submit.

Enter these rules:

Connex will create a bill, if there are merchant fees. Here is a bill:

How do fields map?

Here is a diagram: